HighTower Advisors’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-25,287
| Closed | -$703K | – | 3888 |
|
|
2025
Q3 | $703K | Sell |
25,287
-5,116
| -17% | -$124K | ﹤0.01% | 2356 |
|
|
2025
Q2 | $667K | Buy |
30,403
+65
| +0.2% | +$1.4K | ﹤0.01% | 2296 |
|
|
2025
Q1 | $585K | Sell |
30,338
-5,112
| -14% | -$101K | ﹤0.01% | 2328 |
|
|
2024
Q4 | $752K | Buy |
35,450
+3,020
| +9% | +$64.1K | ﹤0.01% | 2174 |
|
|
2024
Q3 | $660K | Buy |
32,430
+6,990
| +27% | +$139K | ﹤0.01% | 2193 |
|
|
2024
Q2 | $479K | Buy |
25,440
+2,368
| +10% | +$46.9K | ﹤0.01% | 2358 |
|
|
2024
Q1 | $518K | Buy |
23,072
+12,147
| +111% | +$263K | ﹤0.01% | 2259 |
|
|
2023
Q4 | $246K | Buy |
+10,925
| New | +$226K | ﹤0.01% | 2862 |
|
|
2023
Q3 | – | Sell |
-7,433
| Closed | -$209K | – | 3709 |
|
|
2023
Q2 | $209K | Buy |
+7,433
| New | +$212K | ﹤0.01% | 2835 |
|
|
2023
Q1 | – | Sell |
-6,064
| Closed | -$215K | – | 3604 |
|
|
2022
Q4 | $215K | Buy |
+6,064
| New | +$202K | ﹤0.01% | 2720 |
|
|
2022
Q3 | – | Sell |
-15,402
| Closed | -$550K | – | 3338 |
|
|
2022
Q2 | $550K | Buy |
+15,402
| New | +$563K | ﹤0.01% | 1988 |
|
|
2022
Q1 | – | Sell |
-4,994
| Closed | -$205K | – | 3625 |
|
|
2021
Q4 | $205K | Buy |
+4,994
| New | +$197K | ﹤0.01% | 2761 |
|
|
2020
Q1 | – | Sell |
-21,714
| Closed | -$830K | – | 2428 |
|
|
2019
Q4 | $830K | Sell |
21,714
-310
| -1% | -$10.9K | ﹤0.01% | 1231 |
|
|
2019
Q3 | $635K | Sell |
22,024
-16,359
| -43% | -$609K | ﹤0.01% | 1392 |
|
|
2019
Q2 | $1.51M | Sell |
38,383
-216
| -0.6% | -$7.8K | 0.01% | 1024 |
|
|
2019
Q1 | $1.33M | Buy |
38,599
+2,498
| +7% | +$92.3K | 0.01% | 1019 |
|
|
2018
Q4 | $1.35M | Sell |
36,101
-40,802
| -53% | -$1.69M | 0.01% | 918 |
|
|
2018
Q3 | $3.53M | Buy |
76,903
+38,032
| +98% | +$1.53M | 0.03% | 625 |
|
|
2018
Q2 | $1.41M | Buy |
+38,871
| New | +$1.29M | 0.01% | 981 |
|
|
2017
Q3 | – | Sell |
-38,430
| Closed | -$1.38M | – | 2332 |
|
|
2017
Q2 | $1.38M | Buy |
+38,430
| New | +$1.31M | 0.01% | 936 |
|